We are live on ! Find out more
CVLC icon

Calvert US Large-Cap Core Responsible Index ETF
CVLC

57 hedge funds and large institutions have $496M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

28% more capital invested

Capital invested by funds: $386M → $496M (+$110M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 50 → 57 (+7)

4.74% more ownership

Funds ownership: 78.18% → 82.92% (+4.7%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.75%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
30
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$41.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$22M
3
JAA
Joel Adams & Associates
North Carolina
+$4.28M
4
GEM
Global Endowment Management
North Carolina
+$3.36M
5
LAMNM
Longview Asset Management (New Mexico)
New Mexico
+$1.55M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$696K
2
NI
Natural Investments
California
-$362K
3
Citadel Advisors
Citadel Advisors
Florida
-$318K
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$254K
5
TAM
Trillium Asset Management
Massachusetts
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
26
Kondo Wealth Advisors
California
$1.38M -$125K -1,583 -9%
BCI
27
Brinker Capital Investments
Pennsylvania
$1.09M +$2.3K +29 +0.2%
KAS
28
Kestra Advisory Services
Texas
$1,000K +$967K +12,209 New
Osaic Holdings
29
Osaic Holdings
Arizona
$805K -$17.5K -221 -2%
Mariner
30
Mariner
Kansas
$804K -$713 -9 -0.1%
HI
31
Harbour Investments
Wisconsin
$744K +$140K +1,766 +24%
FPF
32
First Pacific Financial
Washington
$726K +$96.5K +1,218 +16%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$673K +$41.7K +526 +7%
VBFP
34
Valtinson Bruner Financial Planning
Minnesota
$672K – – –
FPAS
35
Focus Partners Advisor Solutions
Missouri
$563K +$111K +1,396 +26%
RZH
36
Relyea Zuckerberg Hanson
Connecticut
$548K +$1.27K +16 +0.2%
PSCM
37
Per Stirling Capital Management
Texas
$514K +$634 +8 +0.1%
JP Morgan Chase
38
JP Morgan Chase
New York
$451K +$436K +5,511 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$436K +$62.6K +790 +17%
HWA
40
Heritage Wealth Advisors
Virginia
$399K -$31.7K -400 -8%
JSW
41
Journey Strategic Wealth
New Jersey
$384K +$4.99K +63 +1%
GAM
42
Gemmer Asset Management
California
$366K +$871 +11 +0.2%
Bank of America
43
Bank of America
North Carolina
$342K -$23K -291 -7%
AWA
44
Aaron Wealth Advisors
Illinois
$288K – – –
CWM
45
Collaborative Wealth Management
Florida
$285K -$8.71K -110 -3%
JWCA
46
J.W. Cole Advisors
Florida
$244K +$236K +2,979 New
TFM
47
TFC Financial Management
Massachusetts
$235K +$12.7K +160 +6%
Morgan Stanley
48
Morgan Stanley
New York
$224K +$950 +12 +0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$224K +$317 +4 +0.1%
BAM
50
Belpointe Asset Management
Nevada
$218K +$1.43K +18 +0.7%
1
2
3

CVLC Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q3 2025, worth a combined $496M — up 28% from $386M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CVLC positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Wealthspire Advisors (New York), adding an estimated $41.1M. The largest seller was Ameriprise, cutting an estimated $696K.

  • 57 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $496M of Calvert US Large-Cap Core Responsible Index ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 9 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q3 2025 and 2 closed out, a net change of +7 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q3 2025 was Wealthspire Advisors (New York), an estimated $41.1M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q3 2025 was Ameriprise, an estimated $696K sold.

Based on aggregated 13F filings for Q3 2025.